44.58%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| CVGRX | 44.58 | -50.00 | 23.00 | 1.00 | 8.00 | 18.00 | 42.00 | -15.00 | -7.00 | 26.00 | 77.00 |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 0.09 | 0.91 | 0.43 | 44.58 | 41.67 | -3.36 | 0.98 | 8.00 |
| +/- Index (S&P 500) | - 0.17 | + 0.51 | - 0.07 | + 23.68 | + 20.37 | + 2.74 | + 0.68 | + 8.70 |
| +/- Classification Avg. | - 0.17 | - 0.03 | + 0.62 | + 14.48 | + 12.75 | + 0.76 | - 0.56 | + 8.83 |
| % Rank in Classification | 78 | 50 | 34 | 8 | 9 | 41 | 59 | 2 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. J Hancock LgCp Eqty;I (JLVIX) | 5.04% | ![]() |
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| 2. Jordan Opportunity (JORDX) | 4.80% | ![]() |
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| 3. J Hancock LgCp Eqty;A (TAGRX) | 4.62% | ![]() |
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| 4. Alger II:Spectra;A (SPECX) | 4.29% | ![]() |
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| 5. Prasad:Growth Fund (PRGRX) | 3.87% | ![]() |
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| 6. J Hancock LgCp Eqty;C (JHLVX) | 3.84% | ![]() |
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| 7. J Hancock LgCp Eqty;B (TSGWX) | 3.84% | ![]() |
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| 8. Evergreen Omega Fnd;I (EOMYX) | 3.56% | ![]() |
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| 9. Evergreen Omega Fnd;A (EKOAX) | 3.30% | ![]() |
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| 10. Pin Oak Aggressive Stock (POGSX) | 3.05% | ![]() |
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| 148. Calamos:Growth;A (CVGRX) | -3.36% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |